Retirement Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Retirement Investment Advisors’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.36M	Sell	106,540 -5,012	-4%	-$252K	0.38%	14
2026 Q1	$5.61M	Hold	111,552	–	–	0.45%	13
2025 Q4	$5.61M	Buy	111,552 +14,158	+15%	+$712K	0.45%	13
2025 Q3	$4.88M	Buy	97,394 +4,160	+4%	+$204K	0.41%	13
2025 Q2	$4.57M	Sell	93,234 -2,067	-2%	-$101K	0.41%	13
2025 Q1	$4.73M	Sell	95,301 -120	-0.1%	-$6K	0.48%	13
2024 Q4	$4.78M	Buy	95,421 +2,716	+3%	+$137K	0.5%	13
2024 Q3	$4.74M	Buy	92,705 +8,827	+11%	+$447K	0.52%	12
2024 Q2	$4.2M	Buy	+83,878	New	+$4.2M	0.51%	12
2023 Q4	$4.01M	Buy	78,610 +62,574	+390%	+$3.07M	0.57%	12
2023 Q3	$771K	Hold	16,036	–	–	0.07%	33
2023 Q2	$805K	Hold	16,036	–	–	0.1%	34
2023 Q1	$812K	Buy	16,036 +8,018	+100%	+$402K	0.15%	33
2022 Q4	$397K	Buy	+8,018	New	+$392K	0.26%	35

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Retirement Investment Advisors's VTEB Position: Q2 2026 in Review

Retirement Investment Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.5% in Q2 2026, selling an estimated $252K and leaving 106,540 shares worth $5.36M. The position accounts for 0.38% of the portfolio, ranked #14.

Retirement Investment Advisors first reported a position in VTEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.61M in Q1 2026. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Retirement Investment Advisors held 106,540 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.36M as of Q2 2026.
Retirement Investment Advisors sold 5,012 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $252K.
Vanguard Tax-Exempt Bond Index Fund made up 0.38% of Retirement Investment Advisors's portfolio in Q2 2026, its #14 holding.
Retirement Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 14 quarters since.
Retirement Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.61M in Q1 2026.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.